Retirement tax questions

@annfantanzo 

 

Some states require you to have a state distribution amount in box 16.

Edit the 1099-R, and either put the value of box 2a into box 16.....or on a follow-up page, which displays the state taxes withheld, you have a state distribution blank that needs to be filled in with the value off box 2a.

 

If box 2a is empty, you can probably just use the value in box 1 instead,,,especially if you didn't make any after-tax contributions to that retirement account.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*